SkillBrink


Strata Management
SkillBrink • Ahmedabad, Gujarat • via Expertia AI
9 hours ago
₹2.5L–₹6L a year
Full–time
Apply directly on Expertia AI
Job description
We are seeking an experienced Admin Assistant to support the Strata Management team in Australia. You will manage day-to-day office tasks, prepare financial reports, and handle accounting operations using Strata Master software.

Key Responsibilities:
• General office duties (answering calls, emails, filing, data entry).
• Prepare invoices, receipts, statements, and notices for clients.
• Maintain...
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Talent Giants Consultancy Services


Demat Account Sales - Field Sales
Talent Giants Consultancy Services • Ahmedabad, Gujarat • via LinkedIn
10 hours ago
₹3L–₹7.5L a year
Full–time
Apply on LinkedIn
Apply on Expertini | India Jobs Expertini
Job description
Company - SreeSeva Finexpert

Role - Relationship Manager (Demat A/C sales)

Location - Prahladnagar - Ahmedabad, Mumbai Andheri ( West )

No Of Vacancy - 20

CTC - 3 to 7.5 LPA

Experience - 2+ years

About Company -

Sree Sava Finexpert was born out of a simple but profound idea: to help people achieve financial freedom and security. Founded in 2024, our journey began with working at an individual level, driven by a deep commitment to our clients and a passion for excellence in financial services. Though our company was officially formed in 2024, our expertise spans beyond 25 years, reflecting our extensive experience and deep understanding of the financial landscape.

Job Description -

As a Relationship Manager, you will play a pivotal role in understanding our clients' business objectives and challenges to deliver strategic recommendations. You will be the primary point of contact, responsible for building strong client relationships, analyzing data, and fostering partnerships to drive the acquisition and management of Equity. Currency, and Commodities trading accounts and investments

Qualifications
• Background: Bachelor degree in Marketing or Finance, MBA is a plus with minimum 2 years of experience.
• Sales and Business Development: Ability to drive sales and acquire new clients/accounts, meeting or exceeding targets.
• Communication Skills: Excellent verbal and written communication skills to effectively interact with clients, colleagues, and stakeholders.
• Analytical Skills: Ability to analyze market trends, client data, and financial statements to make informed decisions and recommendations.
• Negotiation Skills: Proficiency in negotiating terms, pricing, and agreements to ensure mutual benefit for the client and the firm.

Role And Responsibilities
• Client Relationship Management: Building strong relationships with existing clients to understand their financial goals, risk tolerance, and investment preferences. Providing personalized advice and recommendations based on their needs and market conditions.
• Channel Partner Recruitment: Develop and execute recruitment strategies to attract and engage top channel partners which also includes Monitoring and assessing the performance of channel partners, providing support and resources to help them achieve their targets and drive mutual success.
• Investment Advisory: Offering expert guidance on equity investments, including stocks, mutual funds, and other financial products. Conducting thorough research and analysis to provide clients with informed investment recommendations aligned with their financial objectives.
• Sales Strategy Development: Developing and implementing effective sales strategies to achieve revenue goals and expand the firm's client base. This includes identifying market opportunities, creating marketing campaigns, and participating in promotional activities.
• Portfolio Review and Management: Regularly reviewing client portfolios to assess performance, rebalance investments, and optimize asset allocation. Monitoring market trends and economic developments to make timely adjustments to client portfolios.
• Compliance and Risk Management: Ensuring all client interactions and investment recommendations comply with regulatory requirements and internal policies. Educating clients about investment risks and implementing risk management strategies to protect their investments.
• Market Research and Analysis: Conducting market research and staying updated on industry trends, economic indicators, and geopolitical events that may impact equity markets. Using data-driven insights to inform investment decisions and client recommendations.
• Team Collaboration: Collaborating with research analysts, portfolio managers, and other departments within the firm to leverage expertise. Participating in team meetings and sharing insights to enhance client service and satisfaction.
• Continuous Learning and Development: Keeping abreast of changes in financial markets, investment products, and regulatory requirements through ongoing training and professional development. Continuously enhancing knowledge and skills to provide superior client service and support business growth.

Working Days - 6 days a week

Time - 10 AM to 7 PM

Work From Office

Candidate should be from Field Sales and would be great if the candidate is from Finance Securitis company.

2+ years of Demat Account sales experience is must.

Skills: sales,demat,field sales techniques,bank relationship management